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Affinity Investment Advisors’s Lithia Motors LAD Stock Holding History

Affinity Investment Advisors’s Portfolio LAD Stock Details LAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,959
Closed -$420K – 208
2022
Q3 		$420K Sell
1,959
-80
-4% -$20.9K 0.22% 145
2022
Q2 		$560K Buy
+2,039
New +$594K 0.27% 124
2018
Q3 		– Sell
-2,766
Closed -$262K – 166
2018
Q2 		$262K Hold
2,766
– – 0.04% 172
2018
Q1 		$278K Buy
2,766
+716
+35% +$81K 0.03% 168
2017
Q4 		$233K Buy
2,050
+22
+1% +$2.56K 0.03% 166
2017
Q3 		$244K Buy
+2,028
New +$212K 0.03% 157

Other funds holding LAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Affinity Investment Advisors's LAD Position: Q4 2022 in Review

Affinity Investment Advisors sold out of Lithia Motors (LAD) in Q4 2022, closing a stake of 1,959 shares — an estimated $420K sold.

Affinity Investment Advisors first reported a position in LAD in Q3 2017 and held it in 6 quarters. The position peaked at $560K in Q2 2022. 373 funds tracked by Wall St. Rank hold LAD as of Q4 2022.

  • Affinity Investment Advisors reported no remaining Lithia Motors position as of Q4 2022 after selling out during the quarter.
  • Affinity Investment Advisors sold 1,959 Lithia Motors shares in Q4 2022, an estimated $420K.
  • Affinity Investment Advisors first reported a position in Lithia Motors in Q3 2017 and held it in 6 quarters.
  • Affinity Investment Advisors's Lithia Motors position peaked at $560K in Q2 2022.
  • 373 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2022.

Based on Affinity Investment Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.